+113.9%
SOXX vs URA
+17.2%
+96.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.1% |
| 7D | +2.2% | +1.1% | +1.1% | +1.6% |
| 30D | -2.0% | +7.4% | -9.4% | -5.8% |
| 3M | -13.7% | -8.4% | -5.3% | -10.7% |
| 6M | +52.4% | -12.7% | +65.1% | +58.7% |
| YTD | +72.8% | +7.8% | +65.0% | +67.1% |
| 1Y | +113.9% | +19.5% | +94.5% | +109.7% |
| All | +113.9% | +17.2% | +96.7% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded URA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling